October 2023 Newsletter
CLICK HERE FOR VERSION WITH CLICKABLE LINKS: https://thrivefinancialservices.com/wp-content/uploads/2023/10/October-2023_Newsletter_Live-Link.pdf
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From Accumulation to Distribution: Rethinking Retirement Finances
Summary: Episode 203: David Bezar kicks off this episode with a recap of last week’s much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today’s show presents another ‘not-to-miss’ playbook …
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Secure Your Future: 6 Tips for Estate Planning
Written by Erik Schuster, CFP® – Financial Planner – Estate planning is the process of arranging for the management and distribution of your assets after your death. It involves creating legal documents that provide instructions for your loved ones and ensure that your wishes are carried out. Basic estate planning can help protect your assets, …
Thrive Times July 2023
Click the link below or the picture to download the PDF version Download Thrive Times Here Volume 13, Issue 7 Secure Your Future: 6 Tips for Estate Planning Written by Erik Schuster, CFP® – Financial Planner Estate planning is the process of arranging for the management and distribution of your assets after your death. …
#197 – Cracking the Retirement Code
Thrive Financial Services · #197 – Cracking the Retirement Code In this episode, David, Karen, and Bret discuss important topics related to retirement planning and financial services. They cover recent news about the Federal Reserve’s interest rates, the impact of inflation on everyday expenses, the need for proper retirement preparation, and so much more. Or …
Thrive Times June 2023
June 2023 Newsletter Volume 13, Issue 6 — 10 Exciting Activities to Embrace in Retirement Retirement opens up a world of possibilities for pursuing new passions, hobbies, and adventures. It’s the perfect time to indulge in activities that bring you joy, fulfillment and a sense of purpose. In this article, we’ll explore ten exciting …
Navigating Retirement: Is a Financial Advisor Worth the Investment?
Preparing for retirement is a complex but crucial endeavor that requires careful planning and strategic decision-making. While it’s possible to navigate this process independently, many individuals find value in seeking professional guidance from financial advisors. In this article, we will explore the benefits of hiring a financial advisor to get ready for retirement and weigh …
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#195 – Lifelong Learning in Retirement
Thrive Financial Services · #195 – Lifelong Learning in Retirement Listen and read along as hosts David Bezar, Karen Bezar, and Bret Elam talk with Joe Krause. Or listen on any of our other podcast websites such as Spotify, Soundcloud, or Apple Music. Announcer 00:00 This program is paid for by Jacob media partners. All …
Thrive Times May 2023
May 2023 Newsletter Volume 13, Issue 5 Celebrate Mother’s Day Every Day This Holiday Mother’s Day is a time to appreciate all mothers — from birth mothers to foster mothers, from godmothers to grandmothers, and even mothers whose only children are covered in fur and walk on paws. Mother’s Day is a celebration of …
Thrive Times April 2023
April Newsletter 2023 Volume 13, Issue 4 What Is Financial Literacy Month? National Financial Literacy Month is celebrated in April. While financial literacy may sound uninteresting, a strong foundation of financial literacy can help support various life goals, such as saving for education or retirement, using debt responsibly, and running a business. If you …